Other · DOL Form 5500 · 2022

Bernard Osher Marin Jewish Community Center Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
94
Participants Small participant base
53rd
Percentile by assets National rank
$60,484
Avg per participant Low balance/head
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Official DOL plan name: Osher Marin Jcc 403(b) Plan · Sponsored by Bernard Osher Marin Jewish Community Center · California · Healthcare & Social Assistance

$6M in assets, 94 participants

Bernard Osher Marin Jewish Community Center's Osher Marin Jcc 403(b) Plan reported $6M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,829 in Healthcare & Social Assistance (20,060 peers)

Bernard Osher Marin Jewish Community Center multi-year trail

Bernard Osher Marin Jewish Community Center's plans moved +34.4% in assets from 2022 to 2024; this filing shows Osher Marin Jcc 403(b) Plan at $6M / 94 participants.

#11,829
in Healthcare & Social Assistance (20,060 peers)
-16.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Osher Marin Jcc 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Osher Marin Jcc 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,685,466 Top 47% higher than 53% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Osher Marin Jcc 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Osher Marin Jcc 403(b) Plan is a small filing (94 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 680360243 · Bernard Osher Marin Jewish Community Center PY 2022 · Other

Osher Marin Jcc 403(b) Plan · $6M · 94 · 53rd

  • SCH $6M
  • SCH 94
  • SCH 53rd
  • SCH Other
  • SCH near Isabella Employee Retirement Plan
  • SCH ind #11829

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Osher Marin Jcc 403(b) Plan in the asset neighbourhood

Centennial Mental Health Center Inc Tax Sheltered Voluntary 403(b) PlanCentennial Mental Health Cen…$6MOsher Marin Jcc 403(b) Plan$6MIsabella Employee Retirement PlanIsabella Employee Retirement…$6MTherapeutic Health Services 403(b) PlanTherapeutic Health Services …$6MWhite Mountain School DC Plan$6M
End-of-year total assets ($M) among Osher Marin Jcc 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Bernard Osher Marin Jewish Community Center multi-year asset trail

Sponsor-wide plan assets over time

All Bernard Osher Marin Jewish Community Center plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.365802205131466% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.69M $7.64M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 94 $6M
2023 1 99 $7M
2024 1 103 $8M

Bernard Osher Marin Jewish Community Center filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN680360243
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Osher Marin Jcc 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Osher Marin Jcc 403(b) Plan, Total assets ($B): 0.005685466 · Participants: 94Osher Marin Jcc 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Osher Marin Jcc 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Osher Marin Jcc 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Isabella Employee Retirement Plan in NY ($6M); by covered participants it is North, Inc. Employee Savings Plan in PA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Osher Marin Jcc 403(b) Plan assets move in 2022?
Osher Marin Jcc 403(b) Plan declined sharply - down 16.7% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Bernard Osher Marin Jewish Community Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Bernard Osher Marin Jewish Community Center's sponsor-wide assets grew 34.4%, from $6M to $8M.
Which Other plans are similar in size to Osher Marin Jcc 403(b) Plan?
Among Other plans in other states, the closest by assets is Isabella Employee Retirement Plan in NY ($6M, 101 participants).
Which Other plans cover a similar participant headcount to Osher Marin Jcc 403(b) Plan?
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (94 participants, $1M in assets).